Affordable gift plans

  • Bequest
    You designate Shell Point Retirement Community as the beneficiary of your asset by will, trust or other instrument.
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  • Life Estate Reserved
    You may desire to leave your home or farm to Shell Point Retirement Community at your death, but would like to receive a current charitable tax deduction. A life estate reserved might offer the solution you need.
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  • IRA Rollover
    On January 1, 2013, Congress passed legislation to avert the fiscal cliff. The law includes several important provisions that will allow you to support the causes you believe in using your Individual Retirement Account (IRA).
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  • Gifts of Stocks and Bonds
    A gift of your securities, including your stocks or bonds, is an easy way for you to make a gift. By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets.
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  • Gifts of Real Estate
    A gift of your real property (such as your home, vacation property, vacant land, farmland/ranch or commercial property) can make a great gift. If you own appreciated real property, you can avoid paying capital gains tax by making a gift to Shell Point Retirement Community.
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  • Gifts of Retirement Assets
    A gift of your retirement assets, such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a gift. By making a gift of your retirement assets, you will help Shell Point Retirement Community fulfill their mission.
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  • Gift of Insurance
    A gift of your life insurance policy is an excellent way to make a gift to Shell Point Retirement Community. If your life insurance policy is no longer needed or will no longer benefit your survivors consider a gift and help further the mission of Shell Point Retirement Community.
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Gifts that give back to you

  • Charitable Gift Annuity
    The Legacy Foundation gift annuities are issued through a partnership with The Orchard Foundation or Southwest Florida Community Foundation. You transfer your cash or appreciated property to the respective foundation in exchange for a partial income tax deduction and a lifetime stream of income.
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  • Charitable Unitrust
    You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Annuity Trust
    You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Sale and Unitrust
    If you give a portion of your property to Shell Point Retirement Community to fund a charitable remainder trust, when the entire property sells you receive cash and income for life.
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  • Bargain Sale
    Shell Point Retirement Community purchases your property for less than fair market value. You receive the cash and a charitable deduction for the difference between the market value and purchase price.
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Gifts that safeguard your assets

  • Charitable Lead Trust
    You transfer your cash or property to fund a lead trust that makes gifts to Shell Point Retirement Community for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings.
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  • Give it Twice Trust
    You may be looking for a way to provide your children with income while making a gift to charity. The Give it Twice Trust is a popular option that allows you to transfer your IRA at death to a term of years unitrust.
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